Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,111 | $100,792-67.1% | $86,691-61.8% | $134,509-75.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.13% | 29.08%-49.2pp | 35.94%-56.1pp | 418.13%-438.3pp |
| Employer contribution / active EE | $18,300 | $3,491+424.3% | $2,837+545.1% | $4,741+286.0% |
| Participant deferral / active EE | $27,000 | $5,339+405.7% | $4,656+479.9% | $6,400+321.9% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |